Neal Hebert
Neal Hebert is a CFP-designated registered investment advisor at Van Clemens Wealth Management, LLC, based in Breaux Bridge, LA, with 31 years of industry experience. Neal is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 616 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees are up to 2% of assets under management and are negotiable. RBC wrap programs range from 0.10% to 0.45%. Certain third-party strategist fees may apply in addition.
Fee Estimator
Location
Breaux Bridge, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Van Clemens Wealth Management, LLC
Van Clemens & CO. IncorporatedBroker
Van Clemens & CO. Incorporated
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Ameritas Advisory Services, LLC
Ameritas Advisory Services
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MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
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State Registrations1 state
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